See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,411 | $61,789+64.1% | $97,167+4.4% | $80,874+25.4% |
| Participation rate | 55.6% | 63.5%-7.9pp | 72.7%-17.1pp | 67.6%-12.1pp |
| Annual return | 14.62% | -557.90%+572.5pp | 75.27%-60.6pp | 35.62%-21.0pp |
| Employer contribution / active EE | $1,608 | $1,837-12.5% | $2,729-41.1% | $2,756-41.7% |
| Participant deferral / active EE | $3,187 | $3,028+5.2% | $4,264-25.2% | $4,297-25.8% |
| Admin fee / account holder | $3,791 | $5,168-26.7% | $5,650-32.9% | $6,935-45.3% |